Beaumont Asset Management, L.L.C. Portfolio Holdings
Beaumont Asset Management, L.L.C.
- $192 Million
- Q3 2025
Beaumont Asset Management, L.L.C. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $192 Million distributed in 68 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $58.8M, Vaneck Morningstar Wide Moat E with a value of $18.8M, Microsoft Corp with a value of $9.16M, Ishares Ibonds Dec 2025 Term C with a value of $8.91M, and Alphabet Inc. with a value of $7.13M.
Examining the 13F form we can see an increase of $11M in the current position value, from $181M to 192M.
Below you can find more details about Beaumont Asset Management, L.L.C. portfolio as well as his latest detailed transactions.
Portfolio value
$192 Million
ETFs: $136 Million
Technology: $18.7 Million
Financial Services: $8.68 Million
Communication Services: $7.13 Million
Industrials: $6.56 Million
Consumer Cyclical: $4.56 Million
Consumer Defensive: $3.02 Million
Healthcare: $2.43 Million
Other: $1.83 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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